Michael Moffa heads a team of professionals who deliver a broad array of cash and wealth management services to corporate and private clients.
Mr. Moffa has worked in wealth management for 19 years and is widely acknowledged for his investment acumen. He began his career in 2004 as an advisor with Ameriprise Financial. In 2010, he and his team became affiliated with LPL Financial and launched the foundation for Prosperity Wealth Advisors, Inc.
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Mr. Moffa is a Forbes brand contributor and has received the honor of being a Central Florida Premier Financial Advisor as seen in the Wall Street Journal. Michael is an Accredited Investment Fiduciary AIF®, an Accredited Wealth Management Advisor AWMA®, a Chartered Retirement Planning Counselor CRPC®, and a Certified Exit Planning Advisor CEPA®.
He has been invited to speak at conferences sponsored by various industry groups, including the Society for Financial Awareness, First Trust, Rochdale Investment Management and BlackRock.
Michael and his wife, Chelsea, along with their three children, are actively involved in the Tampa Bay community.
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Michael Moffa, AIF®, AWMA®, CRPC®, CEPA® | Chairman
Chelsea Moffa | Partner and VP of Business Development
Chelsea Moffa is a Partner and Vice President of Business Development at Prosperity Tax Advisors. In this role, she is responsible for developing relationships with new and current clients, as well as expanding the firm's footprint across the United States.
Chelsea is responsible for driving business growth through client acquisition and relationship management. She works closely with new and established clients to gain an accurate understanding of their individual financial needs, as well as developing strategies to decrease the client’s tax liability. Chelsea uses her extensive knowledge to provide practical solutions and advice tailored to each client's specific situation.
Ultimately, it is Chelsea's passion for providing high quality services that has allowed Prosperity Tax Advisors' business growth initiatives to thrive under her leadership. With her unparalleled expertise in customer relationship management combined with her diligence towards customer service excellence, she has become an invaluable asset for businesses seeking sound advice from a trusted advisor they can count on.
Stephanie Vorwig | VP of Client Accounting Services
Stephanie Vorwig is a seasoned corporate officer with an extensive career spanning 20 years, characterized by significant contributions in the realms of public accounting, finance, operations, and management.
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Having achieved both her Bachelor's and Master's degrees in Accounting from The University of Florida, Stephanie embarked on her professional journey, attaining her Certified Public Accountant (CPA) license in 2001. Her commitment to excellence in accounting has been a cornerstone of her career, providing a solid foundation for her subsequent achievements.
Stephanie's prior successes leveraged her extensive background to drive transformative changes in process and procedural management. Her strategic insights and keen understanding of CFO services and accounting have been instrumental in optimizing operations and bolstering overall business success. Stephanie's relentless dedication as a corporate officer has demonstrably changed the trajectory of many businesses towards financial and operational excellence.
Nick Turner, CPA | VP of Tax Advisory
Nick Turner is a CPA and our tax lead at Prosperity Tax Advisors. Nick was born and raised in Tampa. After graduating from Jesuit High School, he attended Spring Hill College and earned a bachelor's degree in Accountancy. From there, he returned home and attended the University of South Florida for graduate studies.
Nick earned his Certified Public Accountant license in 2007 and his CERTIFIED FINANCIAL PLANNER™ certification in 2012. He is a member of the American Institute of CPA's and the Florida Institute of CPA's.
Michael Furdock is a licensed Florida attorney and entrepreneur with expertise in transactional contract law, sports and entertainment contracts, real estate, and high-level business and client development. He founded Furdock Law, PLLC, an innovative law practice specializing in personal injury, car accidents, mass torts, storm damage, human trafficking victim advocacy, real estate, business and tax compliance, and the employee retention tax credit (ERC/ERTC). Michael is also working towards becoming a certified mediator.
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In addition to his legal pursuits, Michael owns Annexation PR, LLC, a business management and consulting firm offering creative strategies to optimize operations for maximum savings, increased profits, and enhanced efficiency. By collaborating with trusted service providers like Prosperity Wealth and Tax Advisors, Michael has saved business owners hundreds of thousands of dollars, ensuring clients' success in financial, operational, tax, legal, and compliance aspects of business.
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A firm believer in "your network is your net worth," Michael continuously seeks strategic partnerships both within and outside the legal realm, creating win-win opportunities. Despite his busy schedule, he makes time for his pitbull pup, Dallas, watching his Dallas Cowboys play on Sunday (despite frequent disappointment), cheering on his Miami Hurricanes on Saturday, working out, playing poker and fantasy football, and enjoying the company of family and friends.
Michael Furdock, Esq. | Tax Compliance Attorney
Callie Koenig | VP of Sales, Marketing and Client Relations
Callie Koenig holds the position of Vice President of Sales, Marketing, and Client Relations at Prosperity Tax Advisors. In this capacity, she is responsible for managing all facets of our marketing and sales efforts, ensuring strong client relationships are cultivated and maintained.
Callie's professional background includes 7 years of marketing management experience with a Medical Revenue Agency and a year of marketing and event coordination for an IT Services Company, before joining our team. She is a die hard Kentucky Wildcats fan, having received dual Bachelor of Science degrees in Marketing and Management through the Gatton College of Business at the University of Kentucky.
With a keen eye for detail, Callie is a master at identifying and capitalizing on opportunities that lead to profitable growth. She has helped create strategies for Prosperity Tax Advisors which have resulted in increased profits and recognition from prospects, clients, and nationally recognized organizations.
When she isn't dominating the world, Callie spends her time capitalizing on travel experiences, window shopping, and on the golf course.
